Shane P Leonard
Investment adviser representative at Edward Jones
12 yearsExperience
1 stateRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesSep 2025 to now
- Western Governors UniversityJan 2025 to now
- Mountain West BankMar 2024 to Sep 2025
- Whispers BarJul 2023 to Feb 2024
- GamescribesNov 2022 to Aug 2023
- UnemployedJan 2022 to Mar 2022
- Instacart / DoordashNov 2021 to Nov 2022
- Shotcall Inc.Sep 2021 to Dec 2021
- InstacartMay 2021 to Aug 2021
- Door DashMar 2021 to Apr 2021
- Inspiro Relia US IncOct 2020 to Mar 2021
- First Command Financial ServicesJul 2020 to Sep 2020
- Wells FargoJun 2018 to Oct 2020
- UnemployedFeb 2018 to Jun 2018
- Kimball ElectricAug 2017 to Jan 2018
- Twitch InteravtiveJun 2017 to Dec 2017
- US BankJan 2017 to Apr 2017
- Best BuyNov 2015 to Apr 2017
- Idaho Army National GuardJun 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7280699
- Firm CRD
- 250